Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Glenn Torrie is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Planmember Securities Corp. in Carpinteria, CA. Robert has previously been registered with Lincoln Investment, Legend Equities Corporation, Legend Capital Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Robert holds a Series 6, 7, 24, and 63 license. Robert's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
08/02/2017 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
08/16/2000 - 08/11/2017
LINCOLN INVESTMENT (RANCHO MIRAGE CA)
FL
01/01/1994 - 08/17/2000
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
03/11/1991 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
MA
08/23/1990 - 02/04/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/23/1990 - 02/04/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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